Please give Feedback to Ann-Marie Breaux
and please review this PPT and send any questions, comments, or concerns. You should be able to comment in the PPT.
Notices with multiple fee/fine charges and actions
Want to review use cases and requirements before we start to work on developmemnt.
Follow up on impact of recalls on loans
Unavailable status: circ actions
Agree on circ handling of unavailable status given potential CDL/ETAS applications
Planned Release (if known)
Link to supporting materials
|e.g. loans, fees/fines||Name||e.g. Q4 2018, Q1 2019||Clearly stated decision||e.g. mock-up, JIRA issue|
|Requests: Allowing recalls on overdue items to extend due date||R1 2021|
|Recalls: Notifying patrons when their loaned item has a queue of recalls||TBD|
|CDL, ETAS, and item status||R1||Separate ETAS and CDL in future discussions|
1. Janna - administrativa.
a. Ann Marie looking for feedback in slack channel on inventory tags: https://folio-project.slack.com/archives/C3G05TF3R/p1604336335096900.
b. Also, help is needed with testing in Bugfest - circulation, requests, loan policies.
2. Darcy. Presented slides relating to UXPROD-2252. Multiple actions and/or charges on a fee/fine notice.
a. When a single event triggers multiple charges (e.g. aged to lost. Or, multiple overdues) how to present information on notice?
List of items plus amount. Tokens available. Would be nice to have 'total amount' owed token.
b. What about multiple actions on a single charge (e.g. partial payments). What is the preferred order of actions? Historical order. Do we always want full historical?
c. What about multiple charges, multiple actions?
d. Aged to lost notice questions:
if sending aged to lost notice, should overdue notices stop?
if sending aged to lost f/f notice, should overdue f/f notices stop?
We already have the ability to define number of overdue notices, so we shouldn't have to define this further.
3. Cate. Presented slides relating to Recall test results.
a. UXPROD-2729. Currently recalls don't extend due dates on overdue loans. Do we want to allow recalls to extend due dates for overdue loans (configurable)?
If yes, do we want a setting in the loan policy. Or, a tenant level checkbox? Group prefers more granular, loan policy level.
As much flexibility as possible. possibly alternate return interval.
b. If there is a recall queue at time of checkout, patron doesn't know there is a recall. How shall we remind them?
popup at checkout? Popup is good. Also, some sites want ability to send a courtesy notice.
c. What about overdue and recalled. Do we need a notice?
4. Emma led a discussion on how circulation should handle availability status given potential controlled digital lending functionality, CDL/ETAS applications.